
周四,美国国债收益率在备受关注的长期债券拍卖之前进一步走高。
U.S. Treasury yields climbed higher on Thursday ahead of a closely watched long-dated bond auction later.
基准的10年期国债收益率较此前上升4个基点,达到5.322%。周三该收益率曾触及2002年以来的最高水平,但随后在当天晚些时候回落。30年期国债收益率则上涨超过4个基点,至5.705%,此前一天曾一度接近24年来的高点。2年期国债收益率则上涨近3个基点,达到4.793%。1个基点等于0.01%,而收益率与价格呈反向变动。
The benchmark 10-year Treasury yield was 4 basis points higher at 5.322%, after reaching its highest level since 2002 on Wednesday before retreating later in the day. The 30-year Treasury bond yield rose over 4 basis points to 5.705%, after trading just below a 24-year high in the previous session. The 2-year Treasury note yield was nearly 3 basis points up to 4.793%. One basis point is equal to 0.01%, and yields and prices move in opposite directions.
周三公布的联邦储备系统最新会议记录显示,官员们预计将在年底前再次加息以抑制通胀。
Minutes from the Federal Reserve's latest meeting published on Wednesday showed officials expect they will raise interest rates again before the end of the year to head off inflation.
投资者预计,美联储将在10月28日的下一次会议上维持利率不变,并计划在12月9日实施加息。
Investors expect that the Fed will keep rates on hold at its next meeting on Oct. 28 and pull the trigger on a hike on Dec. 9.
美联储理事克里斯托弗·瓦勒周四表示,在通胀持续约五年半高于央行2%的目标水平后,有必要进一步加息以将其拉低,但他同时指出,利率无需立即上调。
Fed Governor Christopher Waller said on Thursday that more hikes are needed to bring inflation down after around 5-and-a-half years above the central bank's 2% target, but suggested rates did not need to rise immediately.
瓦勒在伊斯坦布尔举行的土耳其中央银行论坛上表示:“加息不必在连续几次会议中同步进行。”“但应在一段合理的时间范围内完成。”长期债券拍卖临近投资者正关注本周第三次国债拍卖,该拍卖将于午后举行。周三,美国财政部售出了390亿美元的10年期国债,全球央行占此次拍卖总需求的80%以上,高于此前72.4%的平均水平。
"The hikes do not need to come at consecutive meetings," Waller told a Central Bank of Turkey forum in Istanbul. "But they should be in place in an acceptable period of time." Long-dated auction looms Investors are looking ahead to the third Treasury auction this week, taking place after midday. On Wednesday, the Treasury sold $39 billion of 10-year notes, with global central banks making up over 80% of the auction, above the auction average of 72.4%.
周二,财政部售出了580亿美元的3年期国债,并计划于周四出售220亿美元的30年期国债。
The department sold $58 billion in 3-year notes on Tuesday, and is set to sell $22 billion of 30-year bonds on Thursday.
BMO资本市场分析师伊恩·林根在周三晚些时候的一份报告中表示:“10年期国债拍卖已经为国债市场定下了基调——至少目前是如此。”
"The 10-year auction has set the tone for the Treasury market – at least for the moment," BMO Capital Markets' Ian Lyngen said in a note late Wednesday.
尽管9月重新开放市场以来至今日拍卖之间的抛售规模,通常可能成为让投标者保持观望的理由,但即便这是自2000年11月以来的最高收益率10年期国债拍卖,我们仍能从此次赞助中感到些许安慰。
"While the magnitude of the selloff between the September reopening and today's auction might typically have been a reason to keep bidders on the sidelines, we take solace from the sponsorship even as it was the highest-yielding 10-year auction since November 2000."
Lyngen补充说,周四的长期债券拍卖将成为“在全球赤字担忧环境下,美国债务需求状况的下一个晴雨表”。投资者还将关注周四公布的每周首次失业救济金申领数据,以及周五发布的10月密歇根消费者信心初步数据。
Lyngen added that Thursday's long-bond auction will be "the next barometer of demand for US debt in an environment of global deficit angst." Investors will also await the release of the weekly initial jobless claims on Thursday and the Michigan Consumer Sentiment Preliminary for October on Friday.